8/12/2025 Japan bond yields on the rise 2Y bond yields rose to their highest level since 2008 on hopes of a rate hike by the BOJ.
25/07/2025 Retirement Pension Funds Letter 24 - A rebooting world: Decoding the ch... Explore the strategies Pension Funds use to navigate geopolitical changes and climate investing opportunities in 2025 for better outcomes.
25/06/2025 Geopolitics The evolving Israel-Iran conflict US strikes on Iran triggered missile retaliation and a fragile ceasefire. Markets reacted cautiously with oil settling near $68, while geopolitical tensions...
23/06/2025 Geopolitics US enters Israel-Iran conflict This update explores the potential implications of the Israel-Iran conflict and highlights the main takeaways for investors following the recent US strikes...
17/06/2025 Global Outlook Mid-year Investment Outlook 2025 This paper highlights our investment themes, key convictions, and asset class views for the remainder of 2025.
17/06/2025 Geopolitics The Great Diversification is underway Geopolitics is changing the macro and market environment, as 'The Great Diversification' plays out.
16/06/2025 Geopolitics Our take on Israel’s attack on Iran In this Investment Talks we explore the potential implications and the main take-aways for investors after the Israel's strikes on Iran.